Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Voya Retirement Insurance and Annuity Company DFA Real Estate Securities Port Inst in their Schedule of Assets, totaling $1.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CONNECTONE BANK CONNECTONE BANK 401K PLAN | ENGLEWOOD CLIFFS NJ | 479 | $59.6M | $540K |
| 2 | SIGMA ENGINEERS & CONSTRUCTORS, L.L.C. SIGMA ENGINEERS & CONSTRUCTORS, L.L.C. 401(K) PROFIT SHARING PLAN | BATON ROUGE LA | 230 | $30.7M | $420K |
| 3 | GENERAL HOTELS CORPORATION GENERAL HOTELS CORPORATION RETIREMENT SAVINGS PLAN |
INDIANAPOLIS IN |
| 412 |
| $10.8M |
| $278K |
